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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-01 |
Branch Locations
822 North Highway A1A Suite 211, Ponte Vedra Beach, FL 32082 • United States
Ponte Vedra Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Cornelius | NC | 08/2012 | 11/2016 |
| Wells Fargo Bank, Na. | Cornelius | NC | 08/2012 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Cornelius | NC | 11/2016 | 06/2017 |
| Regions Bank | Ponte Vedra | FL | 06/2017 | 01/2021 |
| Cetera Investment Advisers Llc | Ponte Vedra | FL | 02/2018 | 01/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2018 | 01/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2020 | 01/2021 |
| Cetera Investment Advisers Llc | Jacksonville | FL | 10/2020 | 01/2021 |
| Ubs Financial Services Inc. | Ponte Vedra | FL | 01/2021 | Present |
1. REGIONS BANK, WEALTH ADVISOR PLATFORM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-06 |
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